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Emerging Companies Fund

To provide long-term growth by investing in
small capitalisation companies that meet the
Australian Ethical Charter.

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Minimum investment amount
Retail class - $1,000, or $500 if you start a regular investment plan of at least $100 per month.
Wholesale class - $25,000
Minimum investment timeframe
7 years
Risk level
Very high

Strategic asset allocation*

Asset class Strategic Range % Actual Allocation %#
Australian & New Zealand Small Cap^ 70 - 100 93.4
Cash 0 - 20 6.6

*These are indicative asset allocation ranges for the Fund. If market movements, investments into or withdrawals from the Fund, or
changes in the nature of an investment cause the Fund to move outside these indicative ranges, this will be addressed
by us as soon as reasonably practicable.

^Up to 20% of the Fund's assets may be allocated to shares not listed in Australia or New Zealand.

#Actual asset allocation as at 28 February 2021. This allocation is subject to change. 

Fact sheets

Access to key fund information, performance and benchmarks and top 10 holdings.
Commentary is provided on a quarterly basis.


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